M&G Plc GOOGL — ALPHABET INC

Ownership history in M&G Plc  ·  8 quarters on record

AI Ownership Summary

M&G Plc reported ALPHABET INC (GOOGL) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.62% in 2024 Q4. The latest visible filing shows GOOGL at 2.45% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GOOGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G Plc's position in ALPHABET INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GOOGL was reported at 2.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.62% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GOOGL stock page M&G Plc fund profile M&G Plc full holdings
How M&G Plc held GOOGL — position size vs. price
% of Fund (quarterly)    GOOGL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7.9% -8.1% ✅ 1,521,081 -130,423 -7.9% 2.45% $476.1M 2026-02-14 (Est.) $305.50
2025 Q3 REDUCED 26.4% +29.1% ❌ 1,651,504 -593,746 -26.4% 2.13% $401.3M 2025-11-07 $278.45
2025 Q2 REDUCED 8.7% +38.6% ❌ 2,245,250 -213,191 -8.7% 2.18% $395.2M 2025-08-08 $200.97
2025 Q1 ADDED — — — 2,458,441 +216,716 +9.7% 1.82% $381.1M 2025-05-13 $158.98
2024 Q4 REDUCED — — — 2,241,725 -112,791 -4.8% 2.62% $423.7M 2025-02-11 $184.47
2024 Q3 ADDED — — — 2,354,516 +248,660 +11.8% 1.41% $390.8M 2024-10-31 $170.13
2024 Q2 REDUCED — — — 2,105,856 -92,809 -4.2% 1.51% $383.3M 2024-07-16 $182.62
2024 Q1 INITIATED — — — 2,198,665 — — 1.25% $332.0M 2024-05-10 $167.27

🏢 Other funds also holding GOOGL

As of 2026 Q1 — sorted by position size

Hingham Institution for Savings 30.35% PROVIDENT TRUST CO 3Y 7Y 16.76% Draper Asset Management, LLC 3Y 16.38% Luma Capital S.A. - SPF 16.29% Lindsell Train Ltd 3Y 7Y 15.63% ASO GROUP Ltd 15.47% Neumann Advisory Hong Kong Ltd 3Y 7Y 14.56% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 13.51% Manitou Investment Management Ltd. 3Y 7Y 13.44% MILLER WEALTH ADVISORS, LLC 3Y 13.4%

FAQ About M&G Plc and GOOGL

These are the practical questions this page is built to answer before you even open the full history table.

How long has M&G Plc reported owning GOOGL?

M&G Plc reported GOOGL across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported GOOGL position in M&G Plc's portfolio?

The largest reported portfolio weight for GOOGL was 2.62% in 2024 Q4.

What is the latest reported GOOGL position on this page?

The most recent filing on this page is 2025 Q4, when M&G Plc reported 1,521,081 shares, equal to 2.45% of portfolio, with an estimated market value of $476.1M.

What does the chart on this GOOGL ownership page compare?

The chart compares M&G Plc's quarterly GOOGL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did M&G Plc time their GOOGL position?

Based on 13F filing dates vs. subsequent GOOGL price moves, M&G Plc correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on GOOGL relative to SPY over the holding period was +19.3%.

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